The optional forms aim to standardize direct rollovers, encourage electronic transfers, and take some of the paperwork out of moving retirement savings. More than three and a half years after the ...

Most employees leaving a job sign the rollover paperwork without realizing the employer stock in their 401(k) qualifies for a tax treatment that a standard IRA transfer permanently destroys. The ...

Many companies contribute to employee retirement accounts, but depending on your firm's rules you may forfeit some or all of it if you leave.

But once you turn 64, the extra catch-up is no longer on the table. So it pays to take advantage of it during that narrow ...

Automatic enrollment is getting more workers into 401(k)s, but the default setting may not put them on track. Here’s what to ...

All three plans interface seamlessly with the base QuickBooks accounting software for effortless financial management and tax preparation. When you're ready to go, we have an extensive guide on ...